Investment Platform Operations Lead

Poweredbyconcurrent; Kansas City (KS); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Concurrent is seeking an Investment Business Manager in Kansas City, KS to own operational workflows across the investment platform, including implementation, operational tasks, due diligence, data analytics, and related deliverables for investment management, OCIO, and consulting work.

The role coordinates across implementation, trading, investment operations, due diligence, research, data/analytics, risk management, and marketing, while engaging with SaaS vendors and financial advisors to keep

Qualifications

• Bachelor’s degree preferred in wealth management or investments.
• 3+ years of operations, project management, or process/analyst experience in wealth management or asset management.
• Experience in an RIA environment or asset management with understanding of custodian/investment tech.
• Prior project lead experience ensuring cross-functional teams deliver on time.
• Experience building or maintaining SOPs, checklists, and process documentation.
• Knowledge of investment operations including implementation and trading, research, and data workflows.
• Familiarity with investment platforms/tools (CRM/workflow tools, trading systems).
• Exposure to UMA or sleeve implementation preferred.
• Strong organization and clear communication with reliable follow-through.

Responsibilities

• Own and manage operational workflows and pipelines across the investment platform, keeping deliverables on schedule.
• Lead cross-functional projects, ensuring teams deliver on time and communicate status and risks.
• Coordinate with SaaS vendors to monitor roadmaps and maintenance across the platform.
• Oversee implementation of investment products and verify alignment with portfolio manager intent.
• Support transitions to OMS and related implementation workflows.
• Develop and maintain SOPs and checklists for operations and implementation.
• Coordinate across implementation, trading, investment operations, due diligence, data/analytics, and risk management.
• Partner with data/analytics to track workflow health and refine processes.
• Guide associates to ensure SOPs are followed and current.
• Manage service and marketing deliverables tied to the investment offering.
• Route completed work through the appropriate owner before it reaches the advisor.
• Oversee forms/contracts to keep workflows moving as expected.
• Leverage enterprise AI to manage multiple workstreams and improve efficiency.

Skills

3+ years in wealth management/asset mg

project management

process improvement

strong organizational skills

clear high-level communication

reliable follow-through

experience with SOPs

data workflows understanding

experience with investment operations

team coordination across functions

Education

Bachelor’s degree preferred (wealth management/investments)

Tools

Black Diamond

Salesforce

Practifi

Redtail

TAMPs

Job description

Concurrent is seeking an Investment Business Manager in Kansas City, KS to own operational workflows across the investment platform, including implementation, operational tasks, due diligence, data analytics, and related deliverables for investment management, OCIO, and consulting work.

The role coordinates across implementation, trading, investment operations, due diligence, research, data/analytics, risk management, and marketing, while engaging with SaaS vendors and financial advisors to keep